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Financial planning
Risk company Aon and financial services group iPac will launch a joint venture dealer group, Aon Wealth Management, which will also make use of the ipac platforms....
Financial planning
BT has enhanced the stable of products and services within its Investment Wrap and SuperWrap products, claiming to have tailored them more closely to the needs of adviser...
Financial planning
Firms are prepared to pay up to three times more than the usual price for a fund manager with significant funds under management (FUM), according to the latest analysis f...
Financial planning
Financial planners are beginning to feel the pinch of unmet client expectations, as the downturn on the world’s share markets shows no signs of abating....
Financial planning
Financial planning practices have reached a stage that I would describe as mature. However, financial planning businesses are struggling to deal with an old business mode...
Financial planning
When Perennial Investment Partners was launched by IOOF as a new boutique funds management arm in 1999, IOOF’s plan was to become a significant player in both retail and ...
Editorial
We are all aware that reduced levels of investment returns will accelerate the rate at which clients are demanding lower overall fees for their managed investments....
Editorial
There is a lot of interest at the moment in Separately Managed Accounts (SMAs) - also known as Individually Managed Accounts - and their imminent coming of age....
Financial planning
Merger and acquisition activity among the larger funds management groups has meant many now face the challenges of consolidating assets within multiple platforms into sin...
Financial planning
Colonial First State’s (CFS) flagship master trust, FirstChoice, has reached the $2 billion mark in funds under administration less than nine months after its launch....
Financial planning
It’s been three years since Money Management last profiled the Glenhurst Corporation and in that time much has changed. JOHN WILKINSON reports....
Financial planning
The US based Cerulli Associates research group has reaffirmed its much publicised prediction that Australia’s investment platform marketplace is heading for considerable ...
Financial planning
Count Wealth Accountants has signed with Australian Skandia to make use of the group’s platform which it plans to formally launch in mid February....
Financial planning
Wraps based on the Australian model will replace self-managed accounts in the UK financial services market, a new British report says....
Financial planning
Van Eyk Research and Syscorp have signed a memorandum of understanding to deliver an Individually Managed Account (IMA) to the financial planning market....
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...